Protection & Risk
In an environment of increased uncertainty, more businesses are finding that employing risk mitigation strategies is no longer an option; but a key component of a robust business strategy. Take a look at the video below!
Is My Business Protected?
Key-man Insurance
Your profitability is dependent on the special skills, experience, talent or connections of a vitally important employee in your company (including yourself), you need to watch this short, but informative video to learn how you can protect your business from the loss of anyone so vital to the success of your business.
Buy/Sell Funding
If you have at least one business partner, and you want to protect both the profitability and market value of the business, watch this video on the importance of a funded Buy/Sell agreement.
Business Life Insurance
If you own a business of any size . . . watch this short video to learn how you can protect your profitability and market value against the loss of your best people.
Deferred Compensation (SERP)
If you want to recruit, reward or retain your top people, watch this short video to learn why deferred compensation plans are so popular.
Executive Bonus Plan
If you are a corporate owner or executive with any size company, watch this short video to learn about Section 162 of the Internal Revenue Code, and how you can use tax deductible corporate dollars to fund a legally discriminatory and exclusive retirement plan for specific people in your company (including yourself) that can provide tax free income at retirement.
Insurance Financing
If your financial plan or objective requires the purchase of a large amount of life insurance, but your cash flow is currently funding other investments, watch this short video to learn how you can finance the cost of that insurance with little or no cash outlay.
Salary Continuation
If you are managing a team of corporate executives, and you want a tax advantaged supplemental compensation plan to enhance their financial security, watch this short video to learn about a three way plan to guarantee their salary continuation.
Business Tax Strategies
If you are a business owner who doesn't like paying any more taxes than you legally need to, and you do not yet have a comprehensive "business tax strategy" - watch this short video to discover substantial tax benefits available to business owners that most tax advisors know too little about.
Our Team
We would like to introduce our team of specialists that will work with Business Owners 1:1 to achieve their goals in each of our areas of expertise.
Brett Andrews
Personal & Business Financial Strategist
Financial, Business & Tax Planning Specialist
Rebecca Andrews
Protection & Risk Analyst
Insurance Specialist
Tara Groody
Business & Operations Analyst
Operations Specialist
THE YES BOX
ARE YOU READY TO EXIT YOUR BUSINESS?
What do Airbnb, MailChimp, Microsoft, and Uber have in common?
They all started in an economic downturn. While recessions can be brutal, they may also be the catalyst for innovation. This eBook offers tools you can use to reinvigorate and expand your business — while others prioritize survival and preservation.
In this eBook you will learn how to:
- Approach your industry in a new way called, “Step-Change Thinking”.
- Feel at ease by understanding the cyclical nature of recessions.
- Avoid the urge to take the wrong approach.
- Gain inspiration from companies that successfully made step-change improvements.
- Spark innovation in your business through an exercise called “The Yes Box”.
We Want to Hear From You!
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Brett Andrews
Exit planning expert
Tara Groody
Operations Expert
Rebecca Andrews
Insurance expert
Our team of experts is available to answer any questions you may have about your business needs.
Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below.
There is no charge or commitment to our services, we look forward to learning more about you and your business!